| The Planning Center |
2727 Prytania St Ste 18, New Orleans, LA 70130 |
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50471xxxx2 |
abn**@t****************.com |
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17 |
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9 |
549 |
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5 |
1 |
| Financial & Debt Management Solutions |
1100 Poydras St, New Orleans, LA 70163 |
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50432xxxx8 |
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| FM Services Co |
1615 Poydras St # 100, New Orleans, LA 70112 |
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50458xxxx0 |
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| Southern Wealth Management Llp |
601 Poydras St # 1855, New Orleans, LA 70130 |
|
50479xxxx3 |
dal***@s*************.com |
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| Deane Retirement Strategies, Inc |
1100 Poydras St Suite 2065, New Orleans, LA 70163 |
|
50458xxxx5 |
cli**********@d**********.com |
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| Merrill Lynch Financial Advisor Nicole Deshotels |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
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50458xxxx7 |
ale*********@m*.com |
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| Alexander Failla - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
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50458xxxx1 |
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| Diana Matherne - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St, Ste 1000, New Orleans, LA 70163 |
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50467xxxx6 |
dns*****@a***.com |
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132601 |
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5 |
12 |
| Jackson Hewitt Tax Service |
1901 Tchoupitoulas St, New Orleans, LA 70130 |
|
50487xxxx5 |
c2a*****************************@c********.yextpages |
4.7 |
24 |
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35 |
265865 |
7516 |
263440 |
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| Kyle Carpenter - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx0 |
acm***********@m************.com |
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| Jason Conway - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx5 |
acm***********@m************.com |
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| FreeGulliver LLC |
5500 Laurel St, New Orleans, LA 70115 |
|
50489xxxx0 |
aki****@f***********.com |
5 |
2 |
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| Octave Francis III - Raymond James |
909 Poydras St Ste 1300, New Orleans, LA 70112 |
|
50452xxxx6 |
aar************@r***********.com |
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17129 |
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| Charles Schwab |
3417 Veterans Memorial Blvd, Metairie, LA 70002 |
|
80079xxxx3 |
app*******************@s*****.com |
3.1 |
15 |
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| Dunn Financial Solutions |
3014 Dauphine St suite r, New Orleans, LA 70117 |
|
50425xxxx3 |
dfs@f*******************.com |
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| Mark H. Heller, CLU, CFP, CAP - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50459xxxx4 |
ale*******@u**.com |
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| Merrill Lynch Private Wealth Advisor Marcus V. Courtney II |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx7 |
ale*********@m*.com |
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| Bookkeeping Control Solutions |
1121 Margaret Pl, New Orleans, LA 70130 |
|
15045xxxxx7 |
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5 |
1 |
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| The Parent/Jones Team - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx4 |
ade***********@m************.com |
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| Merrill Lynch Financial Advisor Evan J Gomes |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx8 |
ale*********@m*.com |
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| John C. Ellis - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx9 |
acm***********@m************.com |
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| Series Next Solutions |
902 Jefferson Ave Suite 202, New Orleans, LA 70115 |
|
50439xxxx3 |
car****@s******************.com |
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| 1st Check Financial Services |
2831 St Claude Ave, New Orleans, LA 70117 |
|
85577xxxx6 |
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| Edward Jones - Financial Advisor: Eric Labat Jr |
6115 Magazine St, New Orleans, LA 70118 |
|
50489xxxx4 |
a.j*********@e**********.com |
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83036 |
|
91176 |
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| deMAURIAC Financial Consulting & Wealth Management - MARIGNY deMAURIAC CFP , ABFP , AAMS |
401 St Joseph St #2A, New Orleans, LA 70130 |
|
50435xxxx3 |
dxx*****@d********.com |
5 |
3 |
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444 |
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493 |
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| Deliberate Finances, LLC |
3014 Dauphine St unit s, New Orleans, LA 70117 |
|
50426xxxx5 |
c18*****************************@s*****.wixpress |
5 |
16 |
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| Watzke Financial |
214 N Genois St, New Orleans, LA 70119 |
|
50421xxxx7 |
den*****@w**************.com |
5 |
1 |
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813 |
|
875 |
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| Christopher Montgomery - Raymond James |
909 Poydras St Ste 1300, New Orleans, LA 70112 |
|
50452xxxx6 |
a.-************@r***********.com |
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17482 |
|
18000 |
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| Young and the Invested |
639 Loyola Ave 16th floor, New Orleans, LA 70113 |
|
50460xxxx4 |
ril**@y******************.com |
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483 |
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| Hubbell Strickland Wealth Management |
1100 Poydras St #1150, New Orleans, LA 70163 |
|
50483xxxx1 |
inf*@h****************.com |
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| The Iberville Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx0 |
acm***********@m************.com |
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| Mark S Lecoq - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx1 |
acm***********@m************.com |
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| Goss Wealth Management |
858 Camp St, New Orleans, LA 70130 |
|
50460xxxx4 |
geo***@g*****.com |
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118 |
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| Edward Jones - Financial Advisor: Tim Rock |
720 Harrison Ave suite d, New Orleans, LA 70124 |
|
50448xxxx5 |
a.j*********@e**********.com |
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83036 |
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| Linn & Associates - Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx5 |
cyn*********@a***.com |
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| David L Tuebner - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50456xxxx1 |
acm***********@m************.com |
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| Capital Investment Management, Inc. |
201 St Charles Ave, New Orleans, LA 70170 |
|
50455xxxx0 |
cat******@c*********.com |
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| J Allen Hebert - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx2 |
all*********@a***.com |
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35 |
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35 |
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| David Cancienne, CRPC - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50458xxxx5 |
ade********@u**.com |
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| Walter C Flower & Co |
408 Magazine St # 2, New Orleans, LA 70130 |
|
50456xxxx8 |
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| Thurmond Wealth Management Group - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50459xxxx3 |
ade********@u**.com |
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| Jacobs Wealth Management Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx3 |
acm***********@m************.com |
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| Wells Fargo Advisors |
1250 Poydras St, New Orleans, LA 70113 |
|
50458xxxx4 |
&.m****@w*****************.com |
3.4 |
25 |
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189225 |
|
190437 |
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| Merrill Lynch Private Wealth Advisor Travis Bonifacic |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx9 |
ale*********@m*.com |
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| The Kennedy Moran Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx0 |
acm***********@m************.com |
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| Hamilton Martin - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx7 |
acm***********@m************.com |
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| Thirty-Ninety Advisors - Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50456xxxx8 |
dns*****@a***.com |
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| Agess Wealth of Raymond James |
909 Poydras St Ste 1300, New Orleans, LA 70112 |
|
50452xxxx6 |
3d@r***********.com |
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|
17482 |
|
18000 |
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| Albert "Chip" Carpenter - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx9 |
acm***********@m************.com |
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| Merrill Lynch Wealth Management Advisor Michael Davis |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx2 |
ale*********@m*.com |
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| Performance Trust Capital Partners |
Place St. Charles, 201 St Charles Ave #1412, New Orleans, LA 70170 |
|
31252xxxx4 |
aba**@p***************.com |
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| Merrill Lynch Financial Advisor Brian J Kirn |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx0 |
ale*********@m*.com |
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| Thalia Christy Savvidis - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50456xxxx8 |
dns*****@a***.com |
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| Bradley Drude - Ameriprise Financial Services |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx5 |
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| Fortier Financial |
5937 Catina St, New Orleans, LA 70124 |
|
50437xxxx0 |
bra*********@l**.com |
|
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2 |
233 |
2 |
234 |
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| Merrill Lynch Financial Advisor Lubin E. Mire Jr. |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx5 |
ale*********@m*.com |
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| Bavarian Wealth Management Inc |
650 Poydras St #1906, New Orleans, LA 70130 |
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50429xxxx0 |
ant****@b***********************.com |
5 |
1 |
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45 |
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| The Nichols Frank Team - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx0 |
acm***********@m************.com |
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| LPL Financial |
650 Poydras St, New Orleans, LA 70130 |
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50429xxxx9 |
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| Avery's Credit Services |
2227 Cadiz St, New Orleans, LA 70115 |
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50450xxxx6 |
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| PDS Wealth Management |
700 Camp St Suite 111, New Orleans, LA 70130 |
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50433xxxx3 |
txx**@p********.com |
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| Merrill Lynch Financial Advisor Andrew Eaton |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
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50458xxxx5 |
ale*********@m*.com |
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| SCORE |
500 Poydras St Suite 828, Room 105, New Orleans, LA 70130 |
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50458xxxx6 |
a-r****@s****.org |
5 |
1 |
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| Edward Jones - Financial Advisor: Meredith M Leflet |
2916 General De Gaulle Dr Suite 101, New Orleans, LA 70114 |
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50439xxxx5 |
a.j*********@e**********.com |
5 |
1 |
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83036 |
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91176 |
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| Honore Credit Consultants |
650 Poydras St Suite 1400, New Orleans, LA 70130 |
|
84496xxxx4 |
inf*@h***********.com |
4.7 |
40 |
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4.7 |
52 |
3405 |
243 |
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| The Mannino Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
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50458xxxx5 |
acm***********@m************.com |
5 |
1 |
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| The Rudolph Group - UBS Financial Services Inc. |
1100 Poydras St Suite 900, New Orleans, LA 70163 |
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50458xxxx5 |
ale*******@u**.com |
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| Edward Jones - Financial Advisor: Chris Matthews |
2633 Napoleon Ave # 915, New Orleans, LA 70115 |
|
50478xxxx2 |
a.j*********@e**********.com |
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83036 |
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| Merrill Lynch Financial Advisor Paul D Ribka |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
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50458xxxx7 |
ale*********@m*.com |
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| Drew Jardine - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx8 |
acm***********@m************.com |
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| Leisure Dynamics Research, LLC |
201 St Charles Ave #2549, New Orleans, LA 70170 |
|
50461xxxx3 |
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| Merrill Lynch Financial Advisor Sheridan W Tanner |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
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50458xxxx1 |
ale*********@m*.com |
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| Delta Financial Advisors LLC |
701 Poydras St Ste 350, New Orleans, LA 70139 |
|
50452xxxx9 |
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5 |
1 |
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| Minvoelle Necaise Wealth Management of Raymond James |
909 Poydras St Ste 1300, New Orleans, LA 70112 |
|
50452xxxx6 |
aar************@r***********.com |
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17482 |
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18000 |
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| Whitney Securities LLC |
228 St Charles Ave #200, New Orleans, LA 70130 |
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50458xxxx4 |
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| Merrill Lynch Financial Advisor Rhonda Bruno |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx0 |
ale*********@m*.com |
5 |
1 |
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| Jason Reeves - Regions Financial Advisor |
400 Poydras St #100, New Orleans, LA 70130 |
|
50458xxxx1 |
aar***********@r******.com |
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10 |
292079 |
3044 |
293899 |
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| Aubra Tidwell Bookkeeping |
839 Taft Pl, New Orleans, LA 70119 |
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| Merrill Lynch Financial Advisor Blaine Mitchell |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx3 |
ale*********@m*.com |
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| Crescent Capital Consulting |
1100 Poydras St # 1350, New Orleans, LA 70163 |
|
50420xxxx5 |
aco*******@c************************.com |
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| Gulf Coast Bank & Trust Company |
3200 Magazine St, New Orleans, LA 70115 |
|
50484xxxx0 |
ada*******@g*******.com |
4.9 |
51 |
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7263 |
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| Claudette Tull: Primerica - Financial Services |
1500 Lafayette St STE 105, Gretna, LA 70053 |
|
50436xxxx5 |
bri**********@p********.com |
4.4 |
9 |
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148825 |
3636 |
160000 |
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| Mike Nichols - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx0 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor E. Christian Blessey |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx1 |
ale*********@m*.com |
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| Stokes Family Office, LLC |
1100 Poydras St # 2775, New Orleans, LA 70163 |
|
50439xxxx0 |
aim**@s*****************.com |
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| Merrill Lynch Financial Advisor Nicholas S Matulich |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx8 |
ale*********@m*.com |
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| Merrill Lynch Financial Advisor Scott D Hardie |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx2 |
ale*********@m*.com |
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| Dito Patron - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx3 |
dit**********@a***.com |
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| Blair House Investments |
1532 St Andrew St, New Orleans, LA 70130 |
|
50454xxxx6 |
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| Metairie Bank |
3344 Metairie Rd, Metairie, LA 70001 |
|
50483xxxx0 |
aal****************@m***********.com |
4 |
23 |
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2970 |
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| Heller & Stieffel Wealth Management Group - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50459xxxx4 |
ade********@u**.com |
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| Diana Dalton Stieffel, CFP, CRPC, CDFA, RICP - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50458xxxx0 |
bre***********@u**.com |
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| Paula Pete |
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50472xxxx7 |
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| The Pastor Financial Group |
909 Poydras St Ste 1300, New Orleans, LA 70112 |
|
50452xxxx6 |
ren**@t*************.com |
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205 |
13 |
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5 |
2 |
| Seaport Global Securities LLC |
650 Poydras St # 2715, New Orleans, LA 70130 |
|
50441xxxx0 |
abh***@s************.com |
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| NW KAYE PRIVATE INVESTMENT MANAGEMENT |
201 St Charles Ave 25th Floor, New Orleans, LA 70170 |
|
50456xxxx3 |
nea******@w*******.com |
5 |
1 |
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| Lisa Schewe - Financial Advisor, Ameriprise Financial Services, LLC |
650 Poydras St #1413, New Orleans, LA 70130 |
|
50429xxxx3 |
lis**********@a***.com |
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| Money Management International |
650 Poydras St Suite 1400, New Orleans, LA 70130 |
|
50459xxxx7 |
ada********@m**************.org |
5 |
4 |
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26775 |
2 |
27259 |
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| Merrill Lynch Financial Advisor Shelley Hoddinott Richardson |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx6 |
ale*********@m*.com |
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| The Traina & McConnell Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
22523xxxx0 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor Stephen D Swander |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx8 |
ale*********@m*.com |
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| Hunter Charbonnet, CRPC - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50459xxxx2 |
bre***********@u**.com |
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| Russolino Jeffrey |
639 Loyola Ave # 1900, New Orleans, LA 70113 |
|
50456xxxx0 |
cid*************@n**********.com |
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| John Race - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx1 |
acm***********@m************.com |
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| Kuchta Curole Riess Group - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50458xxxx9 |
ade********@u**.com |
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| Morgan Stanley Smith Barney: Jardine Robert |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx8 |
acm***********@m************.com |
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| Bonita Payments |
650 Poydras St Suite 1100, New Orleans, LA 70130 |
|
84465xxxx3 |
a_r****@b*************.net |
5 |
30 |
|
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5 |
5 |
1047 |
12 |
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| MTS Financial Network |
650 Poydras St Suite 1400, New Orleans, LA 70130 |
|
50429xxxx1 |
|
5.04 |
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| Michael Kreeger - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx8 |
acm***********@m************.com |
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| Bienvenue Wealth LLC |
1100 Poydras St #2125, New Orleans, LA 70163 |
|
50435xxxx0 |
inf*@b**************.com |
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4 |
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| Merrill Lynch Financial Advisor Dominique Matulich Meyer |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx4 |
ale*********@m*.com |
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| Earl Keller III - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
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50459xxxx4 |
ale*******@u**.com |
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| T Paul Treuting Jr - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx0 |
dns*****@a***.com |
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| Edward Jones - Financial Advisor: Lee Rogers, CFP® |
1700 Belle Chasse Hwy Suite B210, Gretna, LA 70056 |
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50436xxxx8 |
a.j*********@e**********.com |
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83036 |
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| Edward Jones - Financial Advisor: John H Wachter |
2633 Napoleon Ave # 915, New Orleans, LA 70115 |
|
50478xxxx2 |
a.j*********@e**********.com |
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83036 |
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| The Tuebner Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
56290xxxx1 |
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| Cancienne-Tresca Wealth Management - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50458xxxx7 |
ale*******@u**.com |
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| THREE THOMPSON CAPITAL L.L.C. |
1615 State St, New Orleans, LA 70118 |
|
50440xxxx5 |
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| Emerging Wealth Planning |
650 Poydras St Suite 1400, New Orleans, LA 70130 |
|
31099xxxx4 |
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| Stifel - Fixed Income Capital Markets |
935 Gravier St #1800, New Orleans, LA 70112 |
|
50452xxxx1 |
abb****@s*****.com |
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4074 |
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| Waters Parkerson & Co |
601 Poydras St Suite 2210, New Orleans, LA 70130 |
|
50458xxxx2 |
ako**@w**************.com |
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| Your Balanced Books |
1139 Oretha Castle Haley Blvd, New Orleans, LA 70113 |
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inf*@y****************.com |
5 |
2 |
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| Henderson Hutter Group |
650 Poydras St Ste 2315, New Orleans, LA 70130 |
|
50437xxxx9 |
aar************@r***********.com |
5 |
1 |
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17482 |
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18000 |
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| Regina Michelle Doby: Primerica - Financial Services |
2550 Belle Chasse Hwy #110, Gretna, LA 70053 |
|
86698xxxx6 |
bri**********@p********.com |
4.9 |
8 |
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146226 |
3970 |
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| Bellingrath Wealth Management & Employee Benefits |
6065 Magazine St, New Orleans, LA 70118 |
|
50459xxxx0 |
ale*@b****************.com |
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260 |
48 |
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| The Pastor Financial Group |
909 Poydras St #1240, New Orleans, LA 70112 |
|
50430xxxx4 |
ren**@t*************.com |
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13 |
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| Argent Trust Company |
201 St Charles Ave #2420, New Orleans, LA 70170 |
|
50429xxxx0 |
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| Justin Ranger - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx8 |
jac****************@a***.com |
5 |
1 |
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| ABC FINANCIAL SERVICES |
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85542xxxx5 |
hel*@u***.com |
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50276 |
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| Merrill Lynch Financial Advisor Prentice Fuselier |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx8 |
ale*********@m*.com |
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| Christman John G |
511 Gravier St, New Orleans, LA 70130 |
|
50459xxxx8 |
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| The Audubon Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50456xxxx3 |
acm***********@m************.com |
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| Integrity Financial BCS |
1010 Common, 1010 Common St #2350, New Orleans, LA 70112 |
|
84499xxxx0 |
inf*@b**********.com |
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2151 |
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| Jeremy Starr - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx9 |
jac****************@a***.com |
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| First Horizon Bank |
1409 Oretha Castle Haley Blvd Suite A, New Orleans, LA 70113 |
|
50431xxxx0 |
aa@f***********.com |
4.4 |
7 |
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82496 |
623 |
80382 |
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| P H Financial Services LLC |
3036 S Carrollton Ave, New Orleans, LA 70118 |
|
50420xxxx2 |
con****@p********.com |
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| CAPTRUST |
Energy Centre, 1100 Poydras St # 1350, New Orleans, LA 70163 |
|
50420xxxx5 |
aar*********@c*******.com |
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445 |
62 |
570 |
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| Merrill Lynch Financial Advisor Maria B Johnson |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx9 |
ale*********@m*.com |
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| Gulf Point Advisors | Private Wealth Investment Management |
639 Loyola Ave #2100, New Orleans, LA 70113 |
|
50455xxxx8 |
car**@g****************.com |
5 |
1 |
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| Kerry Kungel - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50459xxxx6 |
ale*******@u**.com |
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| Primerica Financial Services |
4747 Earhart Blvd, New Orleans, LA 70125 |
|
50450xxxx7 |
a.-*******************@p********.com |
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|
146207 |
3967 |
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| Thomas Linn - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx5 |
cyn*********@a***.com |
5 |
1 |
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16 |
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| Merrill Lynch Wealth Management |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx0 |
ale*********@m*.com |
5 |
2 |
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| Thomas Braly - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx5 |
jac****************@a***.com |
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| Edward Jones - Financial Advisor: Gabriel M Nehrbass, CFP®|CEPA®|AAMS™ |
6115 Magazine St, New Orleans, LA 70118 |
|
50489xxxx4 |
a.j*********@e**********.com |
5 |
2 |
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83036 |
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| Segue Wealth Management |
3205 Orleans Ave, New Orleans, LA 70119 |
|
50440xxxx9 |
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| The Williams Group NOLA |
201 St Charles Ave #2500, New Orleans, LA 70170 |
|
50460xxxx3 |
c18*****************************@s*****.wixpress |
3.7 |
3 |
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| Nicholas Schiro - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50456xxxx8 |
acm***********@m************.com |
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| The Lawrence Roddy Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx1 |
acm***********@m************.com |
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| LPL Financial - Roland Prestenback, CFA, CFP |
900 Camp St, New Orleans, LA 70130 |
|
50447xxxx0 |
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| Steve Rueb |
511 Gravier St, New Orleans, LA 70130 |
|
50459xxxx0 |
doe*****@d*******.com |
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| Merrill Lynch Financial Advisor Cerisa Merced |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
50458xxxx1 |
ale*********@m*.com |
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| Paul Ippolito - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx9 |
cyn*********@a***.com |
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| L&S Financial Advisors |
4002 S Carrollton Ave, New Orleans, LA 70119 |
|
50444xxxx5 |
|
5 |
1 |
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| Sanford Krilov Financial |
98 E Park Pl, New Orleans, LA 70124 |
|
50448xxxx3 |
san***********@c***********.com |
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| Newedge Advisors |
858 Camp St, New Orleans, LA 70130 |
|
50445xxxx1 |
dcu****@h*********.com |
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| Vicki Herbert - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50458xxxx2 |
bre***********@u**.com |
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| PerkUp Financial Health |
805 Howard Ave, New Orleans, LA 70113 |
|
84473xxxx1 |
ash***@m*******.com |
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| Chris King - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx1 |
chr*********@a***.com |
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| Merrill Lynch Financial Advisor Reginald K Hoddinott |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
|
88852xxxx0 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Jessica L Marasco |
606 N Carrollton Ave Ste A, New Orleans, LA 70119 |
|
50448xxxx5 |
a.j*********@e**********.com |
5 |
2 |
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|
83036 |
|
91176 |
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| Damien Financial Services, LLC |
2725 Tulane Ave, New Orleans, LA 70119 |
|
50432xxxx8 |
|
5 |
15 |
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| Morgan Stanley Financial Advisors |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx0 |
acm***********@m************.com |
3.3 |
3 |
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|
| Gene Novak - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50459xxxx8 |
ale*******@u**.com |
|
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| Public Financial Management |
601 Poydras St Ste 2075, New Orleans, LA 70130 |
|
50493xxxx0 |
ale*******@p**.com |
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| Kamal Wadhwa - Financial Advisor, Ameriprise Financial Services, LLC |
650 Poydras St Ste 1417, New Orleans, LA 70130 |
|
50429xxxx9 |
kam***********@a***.com |
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| Royal Road Wealth Partners |
1100 Poydras St #2900, New Orleans, LA 70163 |
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50452xxxx5 |
a2f*************************************@w*****************.com |
5 |
1 |
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| Zink Wealth Management - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
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50458xxxx3 |
ali**********@u**.com |
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| Edward Jones - Financial Advisor: Brenden E Coyne |
749 Aurora Ave Suite One, Metairie, LA 70005 |
|
50482xxxx7 |
a.j*********@e**********.com |
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83036 |
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| Gulf Coast Bank & Trust Company |
200 St Charles Ave, New Orleans, LA 70130 |
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50456xxxx0 |
ada*******@g*******.com |
4.1 |
17 |
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7263 |
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| Blake Culpepper - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
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50458xxxx4 |
acm***********@m************.com |
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| Strata Services, LLC |
2727 Prytania St #19, New Orleans, LA 70130 |
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15049xxxxx8 |
inf*@s****************.com |
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| Upbeat Wealth |
2831 St Claude Ave, New Orleans, LA 70117 |
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50438xxxx6 |
mik*@u***********.com |
5 |
1 |
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| Nathan Foret - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx6 |
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1 |
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| Gateway Financial Advisors - New Orleans |
1220 Annunciation St, New Orleans, LA 70130 |
|
22597xxxx5 |
dav*******@g*************.com |
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87 |
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| Merrill Lynch Financial Advisor Amanda Peavy Kennedy |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
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50458xxxx0 |
ale*********@m*.com |
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| Oliver Morgan Hall, Jr., CRPC - UBS Financial Services Inc. |
909 Poydras St # 2900, New Orleans, LA 70112 |
|
50458xxxx5 |
ale*******@u**.com |
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| Edward Jones - Financial Advisor: Madeline Browning |
3201 General De Gaulle Dr Suite 105, New Orleans, LA 70114 |
|
50436xxxx0 |
a.j*********@e**********.com |
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| Lovell Wealth Management of Raymond James |
909 Poydras St Ste 1300, New Orleans, LA 70112 |
|
50452xxxx2 |
aar************@r***********.com |
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17482 |
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18000 |
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| Beth Colón - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx6 |
acm***********@m************.com |
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| Century Securities Associates |
1450 Poydras St, New Orleans, LA 70112 |
|
50429xxxx9 |
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| ALIEF FINANCIAL SERVICES |
3157 Gentilly Blvd Suite 179, New Orleans, LA 70122 |
|
50459xxxx5 |
dd0*****************************@s*****.wixpress |
5 |
1 |
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664 |
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| Merrill Lynch Private Wealth Advisor Curtis D. Eustis |
601 Poydras St 25th Floor, Suite 2500, New Orleans, LA 70130 |
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50458xxxx7 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Shannon H Ockman |
901 Derbigny St Suite 202, Gretna, LA 70053 |
|
50422xxxx8 |
a.j*********@e**********.com |
5 |
2 |
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83044 |
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| Stifel |
639 Loyola Ave # 200, New Orleans, LA 70113 |
|
50429xxxx1 |
abb****@s*****.com |
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4074 |
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| Bezou Financial | Woodbury Financial - Financial Advisor: Jason Bezou |
422 Harrison Ave, New Orleans, LA 70124 |
|
50459xxxx8 |
bez**@w****************.net |
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| Unchained Financial Services |
3436 Magazine St Unit #7115, New Orleans, LA 70115 |
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inf*@u**********.com |
5 |
1 |
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25 |
1400 |
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| Rigby Financial Group |
715 Girod St # 200, New Orleans, LA 70130 |
|
50458xxxx0 |
aha***@t************.com |
5 |
1 |
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967 |
3 |
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| South States Investors LP |
400 Poydras St, New Orleans, LA 70130 |
|
50452xxxx3 |
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| Edward Jones - Financial Advisor: Chris Breaux |
4701 Westbank Expy STE 3, Marrero, LA 70072 |
|
50434xxxx5 |
a.j*********@e**********.com |
5 |
2 |
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83036 |
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| Edward Jones - Financial Advisor: Tricia B Barrera |
1350 Magazine St Suite A, New Orleans, LA 70130 |
|
50420xxxx1 |
a.j*********@e**********.com |
5 |
1 |
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171 |
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| Credit Repair New Orleans LA |
939 Girod St #160, New Orleans, LA 70113 |
|
22525xxxx8 |
enq******@c***********.com |
5 |
1 |
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| The Spiro Group - Morgan Stanley |
1100 Poydras St Ste 1900, New Orleans, LA 70163 |
|
50458xxxx7 |
acm***********@m************.com |
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| Northwestern Mutual |
228 St Charles Ave #1333, New Orleans, LA 70130 |
|
50458xxxx0 |
a.-***********@n*****************.com |
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107347 |
16227 |
108000 |
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| TruWealth Advisors, LLC |
701 Poydras St Ste 112, New Orleans, LA 70139 |
|
50477xxxx9 |
boy*****@t********.com |
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5 |
8 |
221 |
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| Merrill Lynch Financial Advisor Edward J. Carney III |
601 Poydras St, 25th Floor, Ste 2500, New Orleans, LA 70130 |
|
50458xxxx8 |
ale*********@m*.com |
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| FFC Capital Management |
400 Poydras St # 2400, New Orleans, LA 70130 |
|
50429xxxx0 |
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| Scott E Guidry - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx5 |
dns*****@a***.com |
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| Folse Financial Investment & Retirement Services |
3221 General De Gaulle Dr, New Orleans, LA 70114 |
|
50439xxxx0 |
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| Paul Morgan - Raymond James |
909 Poydras St Ste 1300, New Orleans, LA 70112 |
|
50452xxxx6 |
aar************@r***********.com |
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17483 |
|
18000 |
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| Robert Incaprera - Financial Advisor, Ameriprise Financial Services, LLC |
1100 Poydras St # 1000, New Orleans, LA 70163 |
|
50467xxxx3 |
cyn*********@a***.com |
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